For the report, titled "40G/100G Wavelength Deployment Strategies: Global Service Provider Survey," analyst Andrew Schmitt pinged carriers that represent 28 percent of global capex.
Why this matters
Demand for 100Gbit/s in greenfield networks was never in doubt. What's interesting is that carriers are anxious to get 100Gbit/s into their current networks as well.
In fact, the study confirmed that 40Gbit/s is being viewed as a stopgap, something to be replaced by 100Gbit/s once the latter is more widely available. Schmitt has been arguing for a couple of years that the 40Gbit/s generation will be a short one.
One interesting side note: Non-coherent 100Gbit/s - being pitched by vendors such as ADVA Optical Networking as a cheaper alternative for metro-like distances - "isn't yet viewed as an important technology," as the Infonetics release puts it.
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